开辟第二增长曲线 万通发展(600246.SH)拟8.54亿元取得PCIe高速交换芯片商数渡科技控股权

Core Viewpoint - The company plans to invest 854 million yuan to acquire a 62.9801% stake in Beijing Shudu Information Technology Co., Ltd., making it a controlling subsidiary and consolidating it into the company's financial statements [1][2] Group 1: Investment Details - The investment will be executed through capital increase and equity transfer, approved by the company's board on August 13, 2025 [1] - The target company specializes in high-speed interconnect chip design and development, with its core product being PCIe high-speed switch chips [1] Group 2: Product and Market Position - The PCIe high-speed switch chips are essential in the AI server sector, facilitating connections between CPUs and GPUs, and enabling efficient data transfer between GPUs [1] - The target company has developed PCIe switch chips supporting the PCIe 5.0 protocol and has completed performance testing and compatibility verification with major CPUs and GPUs [2] Group 3: Strategic Implications - The transaction will allow the company to enter the high-growth, high-barrier integrated circuit and AI infrastructure industry, aligning with its strategic transformation towards communication and digital technology [2] - The target company will provide a new growth avenue for the listed company, contributing to its second growth curve in the new productivity sector [2]